Login UI Once you press the "SIGN UP" button you will move to the Create Account UI Then you can create an account by providing the details Reset password UI Main menu Dashboard View My schedule view The system admin reallocates the job for relevant FTM then a push notification comes to the FTM, once FTM has accepted that job then the system admin ...
You can save a quote template on a flobot to use in the future. Now quote template can be categorized.
All the quote templates are already in the default category. you can customize it.
Firstly you should add quote categories
- Log to Flobot and go to settings
- Select the templates tab and click the Quote template category list
- Then click the right side corner burger button to add a new category
- You can enter the category name and choose a color for the category
Quote Template categorize
- Go to settings and select a Templates tab
- Then click the Quote template
- Now you can see your saved quote templates
- Then click the Options in front of the quote name and Edit
- You can see a new view and category list dropdown
- Choose any category and save it
- Now you can see above categorized quote template when you try to create a new quote in Quote & sheet.
- And also you can select a category when you create a new quote